AI that runs finance workflows
Intelligent agents that understand, automate, and optimize your entire financial operations stack, connected directly to your ERP.
Purpose-built agents for every finance scenario
Five core AI capabilities that cover the full scope of finance operations, from document processing to compliance monitoring.
Reconciliation AI
Automatically match transactions across systems, flag exceptions, and resolve discrepancies without manual intervention. Works across bank statements, ledgers, and intercompany accounts.
- Multi-system transaction matching
- Exception detection and prioritization
- Auto-resolution rule engine
- Continuous reconciliation monitoring
Document AI
Extract, classify, and process financial documents with AI precision. Handles invoices, remittances, contracts, and receipts automatically, then pushes structured data directly to your ERP.
- Automated invoice data extraction
- Smart remittance capture and matching
- Contract analysis and key term extraction
- Multi-format document recognition
Compliance AI
Monitor regulatory compliance automatically with real-time policy enforcement and exception flagging. Tracks SOX controls, expense policies, vendor limits, and approval thresholds continuously.
- Automated regulatory monitoring
- Policy enforcement and validation
- Risk assessment and exception flagging
- Compliance reporting automation
Analytics AI
Transform raw financial data into actionable insights automatically. Generate variance narratives, identify trends, and surface anomalies before they become problems, without a single manual query.
- Automated variance analysis with AI narrative
- Trend identification and anomaly detection
- Predictive forecasting from live ERP data
- Custom KPI monitoring and alerting
Automation AI
Orchestrate end-to-end finance workflows with intelligent automation. From routine AP processing to complex multi-entity close coordination, agents handle the full workflow with human-in-the-loop controls.
- End-to-end workflow orchestration
- Multi-system integration and handoffs
- Human-in-the-loop approval gates
- Exception routing and escalation
Automated, and still visible
Automating most of a finance process is achievable. Doing it in a way a controller can still inspect is what separates useful automation from risky automation.
The close process can be automated 80 to 90 percent. Automate everything, but still have the transparency and visibility for a controller to see where things are.
Caitlin Haberberger, on the AgentCFO podcast
Every agent below is built to leave a trail a person can follow. Coverage is only worth having if someone can see what happened.
From data to decision in three steps
Connect your ERP, configure your workflows, and let AI agents execute, with human controls at every gate.
Connect Your Systems
Authenticate ChatFin with your ERP through native connectors. SAP B1, NetSuite, Acumatica, JDE, Dynamics, and 12+ more, no middleware required.
AI Processes and Executes
Agents analyze your data, enforce your rules, and execute finance workflows directly inside the ERP, with approval gates at every critical step.
Monitor and Improve
Track agent performance, review exceptions, and expand automation as your team builds confidence. Accuracy improves every cycle.
See ChatFin in Action
Book a personalized demo and see AI agents running on your actual finance workflows, not a scripted slide deck.
See AI agents on your live ERP data
Custom demo for your specific workflows
No commitment required